Alamar Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Alamar Capital Management’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$599K	Hold	7,757	–	–	0.37%	55
2025 Q4	$604K	Hold	7,757	–	–	0.33%	54
2025 Q3	$606K	Buy	7,757 +300	+4%	+$23.2K	0.32%	51
2025 Q2	$577K	Hold	7,457	–	–	0.31%	52
2025 Q1	$571K	Buy	7,457 +1,252	+20%	+$94.5K	0.34%	53
2024 Q4	$464K	Hold	6,205	–	–	0.25%	59
2024 Q3	$486K	Hold	6,205	–	–	0.27%	59
2024 Q2	$465K	Buy	+6,205	New	+$461K	0.28%	60
2023 Q4	$382K	Buy	5,005 +1	+0%	+$73	0.3%	49
2023 Q3	$362K	Sell	5,004 -3,500	-41%	-$259K	0.34%	46
2023 Q2	$640K	Buy	8,504 +3,797	+81%	+$289K	0.47%	54
2023 Q1	$361K	Hold	4,707	–	–	0.3%	56
2022 Q4	$350K	Buy	4,707 +625	+15%	+$46.3K	0.36%	56
2022 Q3	$300K	Hold	4,082	–	–	0.34%	56
2022 Q2	$317K	Hold	4,082	–	–	0.36%	53
2022 Q1	$334K	Buy	4,082 +1,675	+70%	+$141K	0.28%	54
2021 Q4	$211K	Sell	2,407 -1,225	-34%	-$109K	0.15%	63
2021 Q3	$325K	Buy	+3,632	New	+$329K	0.25%	55
2021 Q1	–	Sell	-2,182	Closed	-$203K	–	57
2020 Q4	$203K	Buy	+2,182	New	+$203K	0.22%	52

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Alamar Capital Management's BIV Position: Q1 2026 in Review

Alamar Capital Management held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2026 at 7,757 shares worth $599K. The position accounts for 0.37% of the portfolio, ranked #55.

Alamar Capital Management first reported a position in BIV in Q4 2020 and has held it in 19 quarters since. The position peaked at $640K in Q2 2023. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Alamar Capital Management held 7,757 shares of Vanguard Intermediate-Term Bond ETF worth $599K as of Q1 2026.
Alamar Capital Management left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Intermediate-Term Bond ETF made up 0.37% of Alamar Capital Management's portfolio in Q1 2026, its #55 holding.
Alamar Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 19 quarters since.
Alamar Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $640K in Q2 2023.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Alamar Capital Management's 13F filing for Q1 2026, filed 13 May 2026.